A complete list of active advisors currently associated with Own Your Monday Wealth Management, LLC

Warmer can help you find a great advisor at Own Your Monday Wealth Management, LLC or one who fits your needs even better.

Own Your Monday Wealth Management, LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients with wealth management services that combine discretionary portfolio management and financial planning. The firm advises on common liquid investments such as stocks, bonds, mutual funds, ETFs and cash equivalents and tailors portfolios to clients’ stated objectives and risk tolerances. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, employing a mix of passive and active vehicles to construct portfolios aligned with long‑term goals, and it uses written investment policies and client discussions to set objectives. Financial planning is integrated into the wealth management engagement (offered at the client’s election) and covers cash flow, retirement, tax considerations, insurance and estate planning as part of the overall advice process. Distinctive elements include the use of a fixed (flat) advisory fee within a fee‑only model and an explicit focus on individualized portfolio management—features that are uncommon among firms in this regulatory category; the firm also does not act as a private fund adviser. As a newly registered firm with no assets under management at the time of filing, it requires client accounts to be held at a designated institutional custodian and states it implements trades on an individual‑account basis rather than aggregating or block trading.

To learn more about the advisors currently working at Own Your Monday Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.